DQRIM
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Dale Q Rice Investment Management’s Caterpillar CAT Stock Holding History

Dale Q Rice Investment Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$390K Sell
944
-944
-50% -$390K 0.32% 46
2025
Q1 		$623K Hold
1,888
– – 0.32% 45
2024
Q4 		$685K Buy
+1,888
New +$685K 0.3% 41